Assets Under Management
$119.1M
Number of Clients
381
Number of Advisors
3
Average Client AUM
$312K
AUM per Advisor
$39.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cosey Financial Services offers asset management and financial planning & consulting services. Asset management involves creating tailored portfolios. Financial planning covers investment, retirement, estate, tax, and other areas. Retirement plan consulting is offered to employer plan sponsors. The firm provides individualized investment advice to asset management clients.
118 Huxley Rd, Suite 5, Knoxville, TN, 37922